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Gilliland Jeter Wealth Management’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Gilliland Jeter Wealth Management’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-184
Closed -$15.3K – 560
2024
Q3 		$15.3K Sell
184
-9
-5% -$743 ﹤0.01% 420
2024
Q2 		$15.8K Buy
193
+9
+5% +$732 0.01% 406
2024
Q1 		$15K Buy
+184
New +$15.1K 0.01% 396

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gilliland Jeter Wealth Management's SHY Position: Q4 2024 in Review

Gilliland Jeter Wealth Management sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2024, closing a stake of 184 shares — an estimated $15.3K sold.

Gilliland Jeter Wealth Management first reported a position in SHY in Q1 2024 and held it in 3 quarters. The position peaked at $15.8K in Q2 2024. 1,174 funds tracked by Wall St. Rank hold SHY as of Q4 2024.

  • Gilliland Jeter Wealth Management reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Gilliland Jeter Wealth Management sold 184 iShares 1-3 Year Treasury Bond ETF shares in Q4 2024, an estimated $15.3K.
  • Gilliland Jeter Wealth Management first reported a position in iShares 1-3 Year Treasury Bond ETF in Q1 2024 and held it in 3 quarters.
  • Gilliland Jeter Wealth Management's iShares 1-3 Year Treasury Bond ETF position peaked at $15.8K in Q2 2024.
  • 1,174 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2024.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.